LUMA Partners
LUMA Partners is a New York-based boutique investment bank focused exclusively on M&A advisory and strategic consulting for digital media, advertising technology, and marketing technology companies, backed by proprietary LUMAscape research and a recurring executive-events franchise.
- Company typePrivate
- Founded2010
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What LUMA Partners does
LUMA Partners LLC is a privately held, founder-owned boutique investment bank founded in 2010 and headquartered in New York that focuses exclusively on mergers and acquisitions advisory and strategic consulting in the digital media, advertising technology (ad tech), marketing technology (martech), and digital content sectors. The firm operates through its wholly-owned subsidiary LUMA Securities LLC, a FINRA-registered broker-dealer and SIPC member, which conducts securities transactions on its behalf. The company employs between 11 and 50 staff and is led by CEO and Founder Terence Kawaja, with a partner cohort that includes Conor McKenna, CAO/Partner Susan Marshall, and co-founder Brian Andersen.
LUMA Partners firmographics
Firmographics- Name
- LUMA Partners
- Legal name
- LUMA Partners LLC
- Website
- https://lumapartners.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- LUMA Partners is a New York-based boutique investment bank focused exclusively on M&A advisory and strategic consulting for digital media, advertising technology, and marketing technology companies, backed by proprietary LUMAscape research and a recurring executive-events franchise.
- Ownership category
- akta.pro rank
LUMA Partners industry classification
Industry- Product category
- Investment Banking & M&A Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)
- akta.pro primary industry
- Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
Keywords
Where LUMA Partners is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
LUMA Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others, Technology or R&D
Revenue model
- Investment Banking & M&A Advisory: LUMA provides strategic advisory services for mergers, acquisitions, and other transactions in the digital media and marketing technology sector. They act as financial advisors facilitating buy-side and sell-side M&A transactions, generating success fees and advisory retainers.
- Corporate Partnership Program: Annual partnership program providing companies with access to LUMA's networking summits, executive decision-maker community, and targeted strategic insights for business development.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
LUMA Partners product offering
Product offeringCore offering
LUMA Partners is a boutique investment bank providing M&A advisory and strategic consulting services to companies in the digital media, advertising technology, marketing technology, and digital content sectors. Its core service is sell-side and buy-side M&A advisory, complemented by proprietary research publications (LUMAscapes, Market Reports, LUMA.A and LUMA.M indices) and curated executive networking events. Securities transactions are executed through LUMA Securities LLC, a FINRA-registered broker-dealer.
Product overview
LUMA Partners operates as an investment bank providing strategic advisory services and market intelligence for the digital media and marketing technology ecosystem. The company offers a portfolio of research publications including quarterly Market Reports and annual State of Digital presentations, visual ecosystem mappings through LUMAscapes (including the AI LUMAscape), and hosts flagship networking events including DMS BY LUMA (East and West Coast), FUTUREscape (AI & Advertising Summit), LUMA Blanc (Cannes), and signature dinners like the Future of TV Dinner. The firm also provides M&A advisory services and maintains the LUMA Network of executive relationships for strategic connections. LUMA Securities LLC serves as the FINRA-registered broker-dealer subsidiary for securities transactions.
Differentiator
Problem solved
Functional benefit
Brands
- LUMA Securities LLC: FINRA registered broker-dealer subsidiary conducting securities transactions, member SIPC
- DMS by LUMA
- LUMAscapes
- LUMA.A Index
- LUMA.M Index
- LUMA Blanc
- FUTUREscape
- Future of TV Dinner
Products and services
- M&A Advisory Services Strategic advisory services for mergers, acquisitions, divestitures, and other transactions in the digital media and marketing technology sectors, including deal execution and end-to-end strategic guidance throughout the M&A process, targeted at CEOs and executive leaders of digital media and marketing technology companies.
- Corporate Partnership Program 360-degree annual partnership program providing companies with access to LUMA's networking summits, executive decision-maker community, and targeted strategic insights for business development, targeted at corporate partners seeking privileged engagement with the digital ecosystem.
- AI LUMAscape Specialized visual ecosystem mapping product focusing on AI companies and solutions within the advertising and marketing technology ecosystem, serving digital media and marketing technology industry participants.
- Market Reports Quarterly and annual market reports providing M&A insights, public market trends, deal activity analysis, and sector benchmarking across Ad Tech, MarTech, and Digital Content verticals, distributed to subscribers and corporate partners as a recurring insight subscription.
- LUMA Network Cultivated set of relationships with CEOs and executive leaders across leading technology companies in digital media, providing strategic networking and connection services to facilitate introductions and deal sourcing between members.
Quantifiable outcome
- More than $27 billion in client successes
Companies that use LUMA Partners
Customer profileSegments3 records
Ideal customer profiles2 records
LUMA Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
LUMA Partners partnerships and signals
Strategic signalScale indicators5 records
Recent moves5 records
Expansion highlights6 records
LUMA Partners competitors and assessment
Company assessmentBroad incumbents
- Jefferies: Full-service investment bank with a dedicated TMT group covering digital media, adtech, and martech. Competes with LUMA on larger sector M&A and capital markets engagements.
- LionTree: Media, entertainment, and technology-focused advisory firm founded by Aryeh Bourkoff. Overlaps with LUMA in digital media advisory but operates with broader mandate and larger transaction profile.
- Allen & Company: Privately held investment bank with deep media, technology, and entertainment focus. Comparable to LUMA in media-centric advisory but serving a higher-end, larger-deal clientele.
- Evercore: Independent global investment bank with a TMT group covering media, digital, and technology. Competes with LUMA on larger digital media mandates while offering broader capital markets capabilities.
- Moelis & Company: Global independent investment bank with active TMT and digital media practices. Overlaps with LUMA on mid-to-large digital media M&A mandates from a broader generalist platform.
Direct peers
- Raine Group: Boutique merchant bank focused on media, technology, and telecommunications advisory and investments. Directly comparable to LUMA as a sector-specialized boutique competing for digital media and adtech M&A mandates.
- PJ Solomon: Independent advisory firm with a strong TMT and digital media practice providing M&A advisory to growth companies. Comparable to LUMA in client profile (mid-market digital/media companies) and boutique positioning.
- Digital Capital Advisors: Boutique investment bank focused exclusively on digital media, advertising, and marketing technology. The closest direct competitor to LUMA in adtech/marteck M&A advisory.
- Progress Partners: Boutique investment bank focused on digital media, marketing, and technology sectors. Directly comparable to LUMA in niche specialization and middle-market digital advisory.
- North Point Advisors: Independent investment bank focused on digital media, marketing services, and technology. Closely comparable to LUMA in niche adtech/marteck advisory and middle-market transaction profile.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
LUMA Partners social profiles
Digital presenceLUMA Partners compliance and trust
Trust signalCompliance2 records
LUMA Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
LUMA Partners leadership team
Management profileNumber of profiles
Profiles9 records
LUMA Partners subsidiaries and ownership
Company hierarchySubsidiaries1 record
LUMA Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LUMA Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LUMA Partners
What does LUMA Partners do?
LUMA Partners is a boutique investment bank providing M&A advisory and strategic consulting services to companies in the digital media, advertising technology, marketing technology, and digital content sectors. Its core service is sell-side and buy-side M&A advisory, complemented by proprietary research publications (LUMAscapes, Market Reports, LUMA.A and LUMA.M indices) and curated executive networking events. Securities transactions are executed through LUMA Securities LLC, a FINRA-registered broker-dealer.
Is LUMA Partners a public or private company?
LUMA Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was LUMA Partners founded?
LUMA Partners was founded in 2010. It employs 11 to 50 people.
Where is LUMA Partners based?
LUMA Partners is headquartered in New York, United States, in the North America region.
How does LUMA Partners make money?
Two revenue lines are on record. Investment Banking & M&A Advisory is the primary driver. The others are corporate Partnership Program.
Who are LUMA Partners's main competitors?
Broad incumbents on record are Jefferies, LionTree, Allen & Company, Evercore and Moelis & Company. Direct peers are Raine Group, PJ Solomon, Digital Capital Advisors, Progress Partners and North Point Advisors.
Does LUMA Partners have an API?
No public API is recorded for LUMA Partners.
What industry is LUMA Partners in?
LUMA Partners's product category is Investment Banking & M&A Advisory. Its primary akta.pro industry code is BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory). Its NAICS code is 523940 and its SIC code is 6211.